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Sun Life Financial’s Portland General Electric POR Stock Holding History

Sun Life Financial’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,190
Closed -$462K – 550
2019
Q3 		$462K Buy
8,190
+46
+0.6% +$2.56K 0.12% 107
2019
Q2 		$441K Hold
8,144
– – 0.11% 119
2019
Q1 		$422K Buy
8,144
+44
+0.5% +$2.15K 0.09% 122
2018
Q4 		$371K Buy
8,100
+41
+0.5% +$1.92K 0.08% 128
2018
Q3 		$368K Buy
8,059
+6,311
+361% +$287K 0.07% 157
2018
Q2 		$75K Buy
+1,748
New +$71.9K 0.01% 365

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sun Life Financial's POR Position: Q4 2019 in Review

Sun Life Financial sold out of Portland General Electric (POR) in Q4 2019, closing a stake of 8,190 shares — an estimated $462K sold.

Sun Life Financial first reported a position in POR in Q2 2018 and held it in 6 quarters. The position peaked at $462K in Q3 2019. 348 funds tracked by Wall St. Rank hold POR as of Q4 2019.

  • Sun Life Financial reported no remaining Portland General Electric position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 8,190 Portland General Electric shares in Q4 2019, an estimated $462K.
  • Sun Life Financial first reported a position in Portland General Electric in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Portland General Electric position peaked at $462K in Q3 2019.
  • 348 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.